CSR I/Fsr In Training - Gainesville

TD Bank Group Gainesville , FL 32601

Posted 5 months ago

Job Requirements

  • Prepares for Life and Health Licensing exams through proactive engagement in the education process and successful achievement of licensing requirements within the specified time frame.

  • Works with Store Manager to ensure appropriate study time for licensing exams is allotted while Store coverage is maintained.

  • Acts as a Wealth referral champion for the store.

  • Meets with customers and prospects and develops understanding of other financial objectives and needs. Assesses customer information and suggests appropriate product and service solutions. Sells customers on value and benefits of suggested alternatives and closes sales.

  • Maintains strong product and sales knowledge and champions core service values.

  • Provides sound advice at every Customer interaction to create a positive Customer Experience and ensures that the Customer's financial needs are met.

  • Responsible for meeting or exceeding specific individual sales goals.

  • Actively participates in coaching sessions.

  • Must be eligible for employment under regulatory standards applicable to the position.

Job Description

The Customer Service Representative I - Financial Service Representative In-Training acts as a Customer Service Representative (CSR) within the store while actively preparing for the licensing required for the Financial Service Representative (FSR) role within the store (life & health licenses). The FSR in Training acts as a resource for large/complex credit needs within the store, consistently providing exemplary Customer Service through selling and cross-selling a wide range of banking products, and services to new and existing Customers. FSR's in Training are expected to complete required licensing within 90 days (FT) or 120 days (PT) in this role and move into the Financial Service Representative Role.

Qualifications

  • High School Diploma or equivalent experience.

  • 1-2 Years of related experience.

  • Sales skills with the ability to influence Customers.

  • Strong Customer Service skills.

  • Good written and verbal communication skills.

  • Previous Financial Services or sales experience helpful.

  • Effective problem solving skills.

  • Ability to schedule and prioritize work.

  • Complete Core Training Requirements and on the job training requirements.

  • Basic knowledge of Excel and Word.

  • Completes online regulatory training requirements.

Employment Type

Regular


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CSR I/Fsr In Training - Gainesville

TD Bank Group